Apple Inc.
CO ˙ BVC ˙ US0378331005
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT
SecurityCO:AAPL / Apple Inc.
InstitutionSanchez Wealth Management Group
Latest Disclosed Ownership19,435 shares
Latest Disclosed Value $ 4,932,314
Sanchez Wealth Management Group reports 2.04% decrease in ownership of AAPL / Apple Inc.

On April 29, 2026 - Sanchez Wealth Management Group filed a 13F-HR form disclosing ownership of 19,435 shares of Apple Inc. (CO:AAPL) valued at $4,932,314 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 19,839 shares of Apple Inc.. This represents a change in shares of -2.04% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-29 2026-03-31 13F APPLE COM 037833100 19,435 -404 -2.04 4,932 -8.55 1.0668
2026-02-04 2025-12-31 13F APPLE COM 037833100 19,839 843 4.44 5,393 11.52 1.1534
2025-11-06 2025-09-30 13F APPLE COM 037833100 18,996 -171 -0.89 4,837 22.99 1.0741
2025-08-07 2025-06-30 13F APPLE COM 037833100 19,167 -351 -1.80 3,932 -9.30 0.9482
2025-04-16 2025-03-31 13F APPLE COM 037833100 19,518 -513 -2.56 4,336 -13.58 1.1775
2025-01-28 2024-12-31 13F APPLE COM 037833100 20,031 12,764 175.64 5,016 196.28 1.3705
2024-11-05 2024-09-30 13F APPLE COM 037833100 7,267 47 0.65 1,693 11.38 0.5160
2024-07-17 2024-06-30 13F APPLE COM 037833100 7,220 24 0.33 1,521 23.28 0.4928
2024-05-07 2024-03-31 13F APPLE COM 037833100 7,196 -41 -0.57 1,234 -11.49 0.4179
2024-01-16 2023-12-31 13F APPLE COM 037833100 7,237 -175 -2.36 1,393 9.77 0.5078
2023-10-27 2023-09-30 13F APPLE COM 037833100 7,412 165 2.28 1,269 -9.68 0.5120
2023-08-01 2023-06-30 13F APPLE COM 037833100 7,247 34 0.47 1,406 18.17 0.5692
2023-05-04 2023-03-31 13F APPLE COM 037833100 7,213 19 0.26 1,189 27.30 0.5237
2023-02-08 2022-12-31 13F APPLE COM 037833100 7,194 9 0.13 935 -5.94 0.4582
2022-10-13 2022-09-30 13F APPLE COM 037833100 7,185 8 0.11 993 1.22 0.5420
2022-07-13 2022-06-30 13F APPLE COM 037833100 7,177 -31 -0.43 981 -22.08 0.4876
2022-04-19 2022-03-31 13F APPLE COM 037833100 7,208 -1 -0.01 1,259 -1.64 0.5295
2022-02-14 2021-12-31 13F APPLE COM 037833100 7,209 17 0.24 1,280 25.74 0.5399
2021-10-19 2021-09-30 13F APPLE COM 037833100 7,192 109 1.54 1,018 4.95 0.4569
2021-08-09 2021-06-30 13F APPLE COM 037833100 7,083 10 0.14 970 12.27 0.4428
2021-04-29 2021-03-31 13F APPLE COM 037833100 7,073 9 0.13 864 -7.79 0.4395
2021-02-01 2020-12-31 13F APPLE COM 037833100 7,064 393 5.89 937 21.22 0.5037
2020-11-10 2020-09-30 13F APPLE COM 037833100 6,671 4,798 256.17 773 13.18 0.4569
2020-08-12 2020-06-30 13F APPLE COM 037833100 1,873 45 2.46 683 47.20 0.4553
2020-05-15 2020-03-31 13F APPLE COM 037833100 1,828 404 28.37 464 11.00 0.4219
2020-01-21 2019-12-31 13F APPLE COM 037833100 1,424 4 0.28 418 31.45 0.3028
2019-11-08 2019-09-30 13F APPLE COM 037833100 1,420 5 0.35 318 13.57 0.2623
2019-07-31 2019-06-30 13F APPLE COM 037833100 1,415 5 0.35 280 4.48 0.2413
2019-05-06 2019-03-31 13F APPLE COM 037833100 1,410 68 5.07 268 26.42 0.2392
2019-02-01 2018-12-31 13F APPLE COM 037833100 1,342 5 0.37 212 -30.26 0.2339
2018-11-13 2018-09-30 13F APPLE COM 037833100 1,337 4 0.30 304 23.08 0.3116
2018-08-14 2018-06-30 13F APPLE COM 037833100 1,333 5 0.38 247 11.76 0.2338
2018-05-14 2018-03-31 13F APPLE COM 037833100 1,328 5 0.38 221 -4.33 0.2232
2018-02-12 2017-12-31 13F APPLE COM 037833100 1,323 1,323 231 0.2384
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.